Does Yieldstreet provide any tax advice?

None of Yieldstreet Inc. or its affiliates provide tax, legal or accounting advice. FAQs material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, accounting and/or legal advisors for advice specific to your situation.

What tax documents will I receive for my investment(s) and when?

Within your Tax Center you are able to see what tax documents you’ll receive for each of your investments, along with the expected publication date.

Why is the Tax Center not displaying a tax document for an investment that I have invested in?

This may be the case for certain investments that did not pay out interest to you during the tax year (for instance, if an investment is in default).

The list of tax documents provided in your Tax Center is up-to-date, and you can depend on it as the comprehensive list of tax documents you should anticipate receiving.

Can I access tax documents via the mobile app?

No, for tax document downloads please utilize the desktop version of your Tax Center.
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​Can I download multiple tax documents at one time?

Yes. On the desktop version of the Tax Center, simply check the Select All box and click on the Download button to download all published tax documents at once.

Will my tax documents be emailed or mailed to me?

All Yieldstreet tax documents are available for download on the desktop version of your Tax Center. Tax documents will not be physically or electronically mailed to users.

Will my CPA be able to access my docs?

Yieldstreet does not have a third party portal at this time. Any documents investors would like a third party to review will need to be sent directly.